Nebius Throws Hyperscalers A Lifeline - Buy It

  • Nebius is doubling down on GPU capacity, targeting 250% ARR growth, and is better capitalized than its rival CoreWeave. Hyperscalers and enterprises are increasingly renting GPUs from neocloud providers like Nebius, boosting demand and positioning Nebius for rapid growth. Nebius's diversified business units, including Toloka AI and Avride, are growing rapidly, supported by strategic partnerships and investments.